Form 13F security

COGNIZANT TECHNOLOGY SOLUTIO

Class CL A

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
PZENA INVESTMENT MANAGEMENT LLC2026-06-30$1,027M3.0%SH 26,529,172
Dodge & Cox2026-06-30$563M0.3%SH 14,542,493
YACKTMAN ASSET MANAGEMENT LP2026-06-30$122M1.5%SH 3,150,565
SEMPER AUGUSTUS INVESTMENTS GROUP LLC2026-06-30$15M1.7%SH 377,991

Total $1,727M across 4 of 69 managers.

Put positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$2.3M<0.1%SH 59,300[PUT]

Total $2.3M across 1 of 69 managers.

Call positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$2.9M<0.1%SH 73,700[CALL]

Total $2.9M across 1 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

PZENA INVESTMENT MANAGEMENT LLC — Combined report.

Filed rows (7) — as filed

The filer reports some securities in multiple rows; rows are shown as filed.

ManagerClassPut/callValue% of portfolioSH/PRN qtySource
PZENA INVESTMENT MANAGEMENT LLCCL A$1,017M3.0%SH 26,258,6020001027796-26-000049
Dodge & CoxCL A$563M0.3%SH 14,542,4930001193125-26-349535
YACKTMAN ASSET MANAGEMENT LPCL A$122M1.5%SH 3,150,5650000905567-26-000003
SEMPER AUGUSTUS INVESTMENTS GROUP LLCCL A$15M1.7%SH 377,9910001941040-26-000625
PZENA INVESTMENT MANAGEMENT LLCCL A$10M<0.1%SH 270,5700001027796-26-000049
Point72 Asset Management, L.P.CL A[CALL]$2.9M<0.1%SH 73,7000000919574-26-005520
Point72 Asset Management, L.P.CL A[PUT]$2.3M<0.1%SH 59,3000000919574-26-005520

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

Newly reported by Point72 Asset Management, L.P., SEMPER AUGUSTUS INVESTMENTS GROUP LLC.

No longer reported by Bridgewater Associates, LP, Point72 Asset Management, L.P..

Changes appear only where the prior quarter's validated report exists.